A hypothetical stock portfolio has taken hands-off investing to a whole new level. Jeffrey Ptak, a chartered financial analyst (CFA) for Morningstar, recently devised a passive investment portfolio ...

Morningstar managing director Jeff Ptak conducted research that looked at what would happen if the holdings in large-cap equity mutual fund portfolios were frozen in time, with no further changes over ...

As 2026 approaches, investors should prepare by focusing on quality stocks with strong fundamentals, blending growth and income investments, and maintaining some cash for flexibility. Emphasising ...

Learn the realistic investment strategy needed to earn $1,000 monthly from dividend stocks, including portfolio size ...

When you start a new job or classes at a new school, you initially lay out a plan for success. This could include setting milestones to hit at work after six months and one year or outlining the next ...

Should you have an allocation fund in your portfolio? These funds, which combine major asset classes like stocks, bonds, and cash in a single package, can be a great way to start investing. And even ...

From the limited facts above, the likely question is when it’s appropriate to hand your investment portfolio over to an asset ...

I’ve had a lot of time to think about this. And I’ve alluded to it many times here. And now that it is up and running, fully-invested and operational, what I refer to as my Yield At a Reasonable Price ...

When considering risk management in your portfolio it is important to recognize that a diversification strategy will serve as the heartbeat of a well-constructed portfolio and long-term financial plan ...

Rebecca Rosenberg has 10+ years of experience as a writer and content strategist. She has written dozens of articles on retirement, financial planning, business, tech, and more. Rebecca has a master’s ...

Choosing the right asset allocation matters for achieving your investment goals. But it isn’t just set-it-and-forget-it. Rebalancing your portfolio from time to time is necessary to ensure that you ...

The crypto market is worth roughly $3 trillion, with bitcoin (BTC-USD) dominating the market, followed by ethereum (ETH-USD). Solana Foundation head of institutional growth Nick Ducoff sits down with ...